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TOP 30 Insurance advisors in New City, NY
2057 results found
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Richard Michael Rienhardt: Primerica - Financial Services
Richard Michael Rienhardt: Primerica - Financial Services is a reputable finance and insurance agency located at 6707 Brooklawn Parkway in Syracuse, New York, United States. With a focus on providing top-notch financial services, they offer a range of products and solutions to help clients achieve their financial goals. Whether you are looking for insurance coverage or investment opportunities, the experienced team at Richard Michael Rienhardt: Primerica - Financial Services is dedicated to providing personalized and professional assistance to meet your needs. Trustworthy and reliable, this institution is committed to helping clients secure their financial future.
Kristopher Wadsworth, Bankers Life Agent and Bankers Life Securities Financial Representative
Kristopher Wadsworth, Bankers Life Agent and Bankers Life Securities Financial Representative in Syracuse, NY, offers a wide range of insurance options from leading companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Located at 231 Salina Meadows Parkway, Syracuse, New York, our agents are dedicated to helping you find the right coverage for your needs. Whether you are looking for Medicare Advantage plans or long-term care options, we are here to assist you in planning for the future. Contact us today to start your journey towards financial security and peace of mind.
Kyle Mumpton - Thrivent
Kyle Mumpton - Thrivent is a finance institution located at 7897 Oswego Road in New York, United States. They are licensed in multiple states including AZ, FL, GA, IA, ID, IL, IN, KY, MA, MD, MI, MT, NC, NV, NY, OH, PA, TN, TX, VA, WI, and WV. Licensing information can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients are advised to consult their attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can also opt for Dedicated Planning Services for written recommendations for a fee.
Ameriprise Financial Services, Inc. - Brian S. Turner
Ameriprise Financial Services, Inc. - Brian S. Turner is a finance and insurance agency located at 120 East Washington Street, Syracuse, New York, United States. Brian S. Turner holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in various areas of financial planning and asset management, ensuring clients receive comprehensive and specialized advice tailored to their individual needs. Brian S. Turner is dedicated to providing high-quality financial services to individuals, retirees, small business owners, and high net worth clients, with a focus on ethical practices and continuing education to stay current in the ever-changing financial landscape.
Frank Weiss, Bankers Life Agent and Bankers Life Securities Financial Representative
Frank Weiss is a trusted Bankers Life Agent and Bankers Life Securities Financial Representative located at 231 Salina Meadows Parkway in Syracuse, New York. As an insurance agency, Frank Weiss specializes in providing personalized insurance and financial solutions to meet the unique needs of each client. With a commitment to excellence and a focus on customer service, Frank Weiss is dedicated to helping individuals and families secure their financial future. Contact Frank Weiss today to learn more about how they can assist you with your insurance and financial planning needs.
Kasia Anthis, MBA, CRPC - Ameriprise Financial Services, Inc.
Kasia Anthis, MBA, CRPC - Ameriprise Financial Services, Inc. is a finance institution located at 5700 Commons Park, East Syracuse, New York, United States. The institution offers a variety of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a range of financial planning topics including asset management, retirement planning, estate planning, investments, and insurance products. The institution aims to provide comprehensive and specialized financial services to individuals and businesses, with a focus on ethical practices and professional expertise.
Alliance Advisory Group, Inc.
Alliance Advisory Group, Inc. is a comprehensive financial services firm located at 15 Technology Place in East Syracuse, New York. As a leading finance, insurance agency, and legal institution, we provide expert guidance and customized solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals offers a wide range of services, including investment management, retirement planning, insurance coverage, and legal advice. With a commitment to excellence and a focus on client satisfaction, Alliance Advisory Group, Inc. is dedicated to helping our clients secure their financial future.
Prudential Financial
Prudential Financial is a renowned finance institution located at 2005 North James Street in Rome, New York, United States. With a long history of providing top-tier financial services, Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals. From investment planning to insurance solutions, Prudential Financial offers a wide range of services tailored to meet the unique needs of each client. With a team of experienced professionals and a commitment to excellence, Prudential Financial is a trusted partner in navigating the complexities of the financial world.
NBT Bank
NBT Bank is a trusted financial institution located at 1148 Erie Boulevard West in Rome, New York, United States. As a full-service bank, NBT offers a range of financial services including checking and savings accounts, loans, mortgages, and investment options. With convenient ATM locations, NBT Bank provides easy access to your funds whenever you need them. Whether you are looking to manage your personal finances or grow your business, NBT Bank is committed to helping you achieve your financial goals.
Sue Izyk, Bankers Life Agent and Bankers Life Securities Financial Representative
Sue Izyk, Bankers Life Agent and Bankers Life Securities Financial Representative is a reputable insurance agency located at 231 Salina Meadows Parkway, Syracuse, New York, United States. Susan Izyk, the financial advisor, offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Sue Izyk can help you find the right coverage that suits your needs. With the rising costs of healthcare and the importance of long-term care planning, it is crucial to start preparing for the future. Contact Sue Izyk today to begin planning your next steps towards financial security.
CG Capital
CG Capital is a finance institution located at 139 Genesee Street in New Hartford, New York, United States. Our focus is on helping individuals reduce taxes, invest smarter, and optimize income. We believe in getting to know our clients on a personal level to understand their passions, values, and dreams. Our comprehensive planning approach covers goal planning, investments, insurance, estate planning, taxes, and liability management. We prioritize regular communication to ensure our clients are always informed and on track towards their financial goals.
Richard Bramley - Prudential Financial
Richard Bramley - Prudential Financial is a trusted finance and insurance agency located at 600 French Road in New Hartford, New York, United States. With a commitment to providing personalized financial solutions and expert insurance advice, our team of professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Richard Bramley - Prudential Financial is here to help you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about our services and how we can support your financial future.
Robert Powalski, III, CFP - Alliance Advisory Group
Robert Powalski, III, CFP - Alliance Advisory Group is a reputable finance and insurance agency located at 600 Delaware Avenue in Buffalo, New York, United States. With a team of experienced professionals, they offer comprehensive financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, the experts at Alliance Advisory Group are dedicated to providing personalized and tailored solutions to meet your specific needs. Trustworthy and reliable, they strive to build long-term relationships with their clients based on integrity and transparency. Contact them today to schedule a consultation and start planning for a secure financial future.
SHIELD FINANCIAL LLC
Shield Financial LLC is a finance institution located at 1294 Brant North Collins Road in North Collins, New York, United States. Our primary goal is to educate consumers about the risks they face and provide insurance coverage that meets their needs. Specializing in risk management, we assist corporations, municipalities, and small businesses in protecting their assets and minimizing potential liabilities. Trust Shield Financial LLC to safeguard your financial interests and provide expert guidance on insurance solutions.
Mass Mutual Financial Group
Mass Mutual Financial Group is a reputable finance and insurance agency located at 2 Buffalo Avenue in Niagara Falls, New York, United States. With a strong focus on providing comprehensive financial planning and insurance solutions, Mass Mutual is dedicated to helping individuals and families achieve their financial goals and secure their futures. Whether you are looking for retirement planning, investment advice, or insurance coverage, Mass Mutual's team of experienced professionals is committed to providing personalized and tailored solutions to meet your needs. Trust Mass Mutual Financial Group to guide you towards a secure and prosperous financial future.
Mass Mutual Financial Group
Mass Mutual Financial Group is a reputable finance and insurance agency located at 180 Main Street in Hamburg, New York, United States. With a strong focus on helping individuals and businesses achieve their financial goals, Mass Mutual offers a wide range of services including retirement planning, investment management, and insurance solutions. Their team of experienced professionals is dedicated to providing personalized advice and tailored solutions to meet the unique needs of each client. Whether you are looking to secure your financial future or protect your assets, Mass Mutual Financial Group is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Stella L. Fey - Alliance Advisory Group
Stella L. Fey - Alliance Advisory Group is a reputable finance and insurance agency located at 600 Delaware Avenue in Buffalo, New York, United States. With a team of experienced professionals, they provide expert financial advice and insurance solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or insurance coverage, Stella L. Fey - Alliance Advisory Group is dedicated to providing personalized and tailored services to meet your specific needs. Trust in their expertise and commitment to helping you secure a stable financial future.
Vision Financial Group
Vision Financial Group is a leading finance and insurance agency located at 300 Corporate Parkway in Amherst, New York. With a commitment to providing top-notch financial services and insurance solutions, our team of experts is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Vision Financial Group is here to provide personalized and comprehensive solutions tailored to your specific needs. Trust us to guide you towards a secure financial future.
The Berube Group - Alliance Advisory Group
The Berube Group - Alliance Advisory Group is a reputable finance and insurance agency located at 600 Delaware Avenue in Buffalo, New York, United States. With a team of experienced professionals, they offer a wide range of financial services and insurance solutions to help clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, The Berube Group - Alliance Advisory Group is committed to providing personalized and comprehensive financial solutions tailored to your individual needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.
Primerica
Primerica is a finance institution located at 502 Court Street in Utica, New York, United States. Offering a range of financial services including insurance, investments, and financial planning, Primerica is dedicated to helping individuals and families achieve financial security and independence. With a team of knowledgeable and experienced professionals, Primerica provides personalized financial solutions to meet the unique needs and goals of each client. Whether you are looking to protect your assets, grow your wealth, or plan for the future, Primerica is committed to helping you make informed decisions and secure a stable financial future.
Capital Management Group
Capital Management Group is a finance and insurance agency located at 6928 Williams Road in Niagara Falls, New York, United States. For over twenty five years, we have been helping families, businesses, and municipalities in the Buffalo-Niagara and Erie, PA region with their insurance, investment, and employee benefit needs. Our mission is to maximize wealth, manage risk, and minimize costs for our clients. Whether you are a recent college graduate, a growing family, a baby boomer, a retiree, or an employer, we are here to assist you in reaching your financial goals. We will work with you every step of the way to ensure that your financial potential is fully realized.
Optimum Financial Group
Optimum Financial Group is a leading finance institution located at 3085 Southwestern Boulevard in Orchard Park, New York, United States. With a strong commitment to providing personalized financial solutions, Optimum Financial Group offers a wide range of services including investment management, retirement planning, estate planning, and insurance services. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Optimum Financial Group today to learn more about how we can help you reach your financial objectives.
Winterhalter Wealth Management
Winterhalter Wealth Management is a finance institution located at 240 Redtail, Orchard Park, New York, United States. This institution offers investment products and services through Wells Fargo Advisors Financial Network, LLC. Please note that securities-related services may only be provided to residents of certain states listed above. Additionally, insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. It is important to be aware that opinions, comments, and actions taken on Social Media are those of third parties and may not reflect the views of Winterhalter Wealth Management. Please consult with a financial advisor for more information, as they may not be registered in all states. For individuals residing outside of the U.S., the information provided is for informational purposes only and should not be construed as an offer to participate in any investment. We recommend reviewing the terms and conditions of any third-party websites before entering.
Ed Huber - Thrivent
Ed Huber - Thrivent is a finance institution located at 4476 Main Street, Amherst, New York, United States. They offer financial planning services through their Financial Planning Framework, with the option to engage further through Dedicated Planning Services for written recommendations. Licensing information can be found through the State Insurance Department's website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Services may vary by state and not all team members offer all products. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Visit their website for more information on their services and financial advisors.
Mass Mutual Financial Group
Mass Mutual Financial Group is a leading finance and insurance agency located at 37 Franklin Street in Buffalo, New York. With a strong presence in the United States, Mass Mutual offers a wide range of financial services including insurance, retirement planning, investment management, and estate planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for insurance coverage or investment advice, Mass Mutual is committed to providing personalized solutions tailored to your individual needs.
LTC Financial Partners
LTC Financial Partners is a leading finance, health, and insurance agency located at 193 Barnsdale Avenue in West Seneca, New York, United States. Specializing in long-term care planning, the institution offers comprehensive financial and insurance solutions to help individuals and families prepare for their future healthcare needs. With a team of experienced professionals, LTC Financial Partners is dedicated to providing personalized and expert guidance to clients seeking to secure their financial well-being and protect their health. Whether you are looking for long-term care insurance or assistance with financial planning, LTC Financial Partners is committed to helping you make informed decisions and achieve peace of mind for the years ahead.
LTC Financial Partners
LTC Financial Partners is a finance, health, and insurance agency located at 114 Burroughs Drive in Snyder, New York, United States. Our institution specializes in providing financial planning and insurance solutions for long-term care needs. Our team of experts is dedicated to helping individuals and families navigate the complexities of long-term care insurance, ensuring they have the resources and support they need for a secure future. Contact us today to learn more about our services and how we can assist you in planning for your long-term care needs.
Mihelbergel Financial Services
Mihelbergel Financial Services is a reputable finance institution located at 5214 Main Street in Williamsville, New York, United States. Our dedicated team of professionals is committed to providing top-notch financial services to our clients, including investment advice, retirement planning, and wealth management. With a focus on personalized solutions and exceptional customer service, Mihelbergel Financial Services is your trusted partner in achieving your financial goals. Contact us today to learn more about how we can help you secure your financial future.
Nick Cecere - Thrivent
Nick Cecere - Thrivent is a finance institution located at 4476 Main Street, Amherst, New York, United States. They offer services from Monday to Thursday, from 9 a.m. to 4 p.m., with evening appointments also available. Licensing can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult their attorney or tax professional. Not all team members may offer all products, programs, and services in all states. Thrivent provides financial advice and guidance through its Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Visit their website for more information on privacy and disclosures. Insurance products, securities, and investment advisory services are provided by licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to offer investment advisory services. For more information on professional designations and requirements, visit their website.
SC Parker LLC
SC Parker LLC is a finance institution located at 5892 Main Street, Williamsville, New York, United States. Since 1925, SC Parker Advisors have been helping individuals plan, invest, and succeed with investment planning. As an independent investment firm, we conduct thorough market research to find the highest quality investments for each client, without being obligated to offer any particular company's investments. Our goal is to help clients achieve financial success by developing personalized financial plans that address their unique circumstances and goals. We focus on simplifying financial matters, implementing effective practices, and managing risk to increase wealth. Our emphasis is on diversification, balanced investing, and sustainable returns over time. We believe that building a portfolio is a lifelong process that starts with good planning and savings practices. Studies have shown that working with a financial advisor leads to higher levels of success. Our Financial Professionals are registered to conduct securities and insurance business in certain states. Securities and Advisory Services are offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. SC Parker and Cadaret, Grant & Co., Inc. are separate entities. This website is intended for U.S. residents only and does not constitute an offer to sell brokerage services to persons outside of the United States. We are currently registered to sell Securities in multiple states. Check the background of our financial professionals on FINRA's Broker Check.
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